Osaic Wealth
39yrs
Top advisor by experience in Chalfont
1yr
Robert Croyle
Financial advisor at Primerica Advisors
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office31 Oak Ave Suite 150, Chalfont, PA 18914
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowPFS Investments Inc.Current firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Primerica Advisors at 833-786-0550 and ask for Robert Croyle. Robert works from the Chalfont, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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